One-On-One Coaching & Training
Legacy Capitals, LLC
Wealth Management, Financial Adviser, Independent Financial Advisors
We work behind the scene with Trusted Advisors who serve families of wealth, whether as a sole-practitioner, part of a large group practice, or as a principle in a family office. Through education, skill development, discovery questions, and action planning we help broaden effectiveness regarding the non-technical side of the wealth in areas such as:
Family Values, Mission, Governance & Dynamics, the Capitals Life Wheel ™, Higher Purpose (the "Why"), Genograms, Next Generation, Communication, Life Cycle Development, and Wealth Psychology. In addition, we prepare the Trusted Advisors to conduct a multi-generational quantitative & qualitative review of client base to identify opportunities, as well as how to effectively run family meetings.
, Independent Financial Advisors
, Wealth Management